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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,645 | $97,761+40.8% | $83,850+64.2% | $135,382+1.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.02% | 1287.44%-1294.5pp | 850.92%-857.9pp | 519.77%-526.8pp |
| Employer contribution / active EE | $14,768 | $4,222+249.8% | $3,631+306.7% | $4,779+209.0% |
| Participant deferral / active EE | $8,039 | $4,682+71.7% | $4,082+97.0% | $5,609+43.3% |
| Admin fee / account holder | $35 | $6,674-99.5% | $5,478-99.4% | $10,829-99.7% |